Who We Are

Our story

We are an innovative regulated financial advice firm serving clients nationwide from our offices in leafy Leicestershire. Working hard for our clients. Wealth Help launched in 2013 to re-invent the world of financial advice. The brainchild of Mark Brooks and Stuart Bailey. From small and humble beginnings we want to become the first choice for people who are serious about taking control of their money and achieving the goals they want in life. From the first day we wanted to offer the type of service we would want to offer our own friends and family: “With clients goals at the forefront of the advisers mind, rather than the sale of financial products.” We wanted to banish the thought that financial advice and planning was a service for those with large amounts of money. We wanted to help people, whatever their income, understand their finances and offer an affordable service to all, providing a measurable return of value to the client.  

We're all about

Helping people live the life they want to lead, in the shortest possible time. Adding value to you or your money back. Making financial advice simple to understand, available to all and with minimal jargon. By changing spending habits today, we can free up money, in order to invest in providing financial security and peace of mind for the future. We want as many people as possible to hear this message!

Our mission

We want to help our clients live your lives and your dreams by:

 

What we stand for

Personal: Our clients come first and each of our clients have unique personal financial needs. We deliver personalised strategies for each individual.

Transparent: We ensure a transparent experience for our clients, with no gimmicks or hidden fees.

Strategic: We help clients build a financial plan, avoiding high-priced or fashionable products in favour of affordable solutions.

Dedicated: We are dedicated to our clients’ well-being and deliver conflict-free advice. When things go wrong, which can happen, we believe that being accountable and reachable in order to put things right is paramount.

Objective: We provide objective financial advice, held to the highest regulatory standard and in our clients’ best interests.

Holistic: We help our clients to make well-informed financial decisions with an holistic view of their money. We believe an all encompassing financial advice solution, is the only way to offer financial advice in the modern world.

 

About Our Clients

Your lifestyle is personal to you, that’s why we find out about you first.

We have no right to talk about your money until we know you.

We find out where you have come from, where you are now and where you want to be in the future.

Only when we know this can we fully understand your hopes and dreams for the future and put the financial steps in place to make it a reality.


Find out how it works.

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